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全文|在分歧中寻找机遇:经济学人智库中国首席经济学家苏月谈地缘政治下的绿色供应链转型
Xin Lang Zheng Quan· 2025-10-18 07:58
Group 1 - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, focusing on "Collaborating to Address Challenges: Global Action, Innovation, and Sustainable Growth" [1] - The conference is co-hosted by the World Green Design Organization and Sina Group, with support from the Shanghai Huangpu District Government, aiming to explore new paths for sustainable development [1] - Approximately 500 prominent guests, including 100 international attendees, will participate, featuring political figures, Nobel laureates, and leaders from Fortune 500 companies [1] Group 2 - Su Yue, Chief Economist of The Economist Intelligence Unit, highlighted significant global disparities in building smart, green, and reliable supply chains, using the U.S. as an example of potential regression in green policies due to reliance on traditional energy [3][4] - The geopolitical landscape, such as the Russia-Ukraine conflict, has paradoxically accelerated Europe's green transition, creating new markets and cooperation opportunities for countries like China [3][4][6] - The rise of protectionism and trade conflicts has increased costs for countries like China, impacting profit margins and consumer prices, while also complicating the green transition of supply chains [4][5][6] Group 3 - Extreme weather events, such as El Niño, pose significant risks to supply chains, particularly in developing countries that lack resilience to climate change [7][8] - The ongoing geopolitical conflicts, including the Russia-Ukraine situation, have led to market disruptions and challenges in achieving consistent global sustainable actions [8] - The rapid development of artificial intelligence (AI) raises concerns about energy demand and the ability of green energy to meet this demand, highlighting the dual impact of technology on society [8][9]